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Team lift-out

4 advisors left T••••••• I••••••••• M••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Anne Marie NowakKaukauna, WiMay 23, 2025May 22, 2025
Jeffrey Thomas BreitWest Salem, WiMay 23, 2025May 22, 2025
Quincy Louis JohnsonOnalaska, WiMay 23, 2025May 22, 2025
Scott James GreeningHartland, WiMay 23, 2025May 22, 2025
Travis Michael RosePulaski, WiMay 23, 2025May 22, 2025
The rule
Registrations ended
May 23, 2025
Registered next
May 22, 2025
Branch state
WI
Cities
4, most in Pulaski, Wi
Registered there that day
2,659 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape